- Team: Optional feature; Groups users (from any Business Unit); associated with one BU; cannot nest teams; has a name, BU, administrator and team type
- Two types: Owner Teams (OT) and Access Teams (AT). OTs can be assigned security roles, own records; ATs cannot. OT can be converted to AT but not AT to OT. ATs mostly used with Access Team Templates.
- Advantages: Records can be shared more quickly, can apply security roles, can be used in queries and reports, can route work at the team level, can link team to a queue (users can see queue items)
- Default Teams: Created with a Business Unit; Includes all users in the BU and maintained automatically; can assign security roles; you can’t: add/remove users, delete or rename the team; you can convert it to an Access Team
- Sharing: Applies to individual records; granted by a user who already has access; share info stores in SQL table PrincipalObjectAccess; users can share personal views, charts, dashboards; at least User privilege req’d for a user to access the record; sharing does not grant a user more privileges than they already have for an entity
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